First Command Advisory Services’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

First Command Advisory Services’s Portfolio IMCB Stock Details IMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-12	Closed	-$1K	–	96
2022 Q2	$1K	Buy	+12	New	+$741	﹤0.01%	48

Other funds holding IMCB

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Command Advisory Services's IMCB Position: Q3 2022 in Review

First Command Advisory Services sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q3 2022, closing a stake of 12 shares — an estimated $1K sold.

First Command Advisory Services first reported a position in IMCB in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 141 funds tracked by Wall St. Rank hold IMCB as of Q3 2022.

First Command Advisory Services reported no remaining iShares Morningstar Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
First Command Advisory Services sold 12 iShares Morningstar Mid-Cap ETF shares in Q3 2022, an estimated $1K.
First Command Advisory Services first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2022 and held it in 1 quarter.
First Command Advisory Services's iShares Morningstar Mid-Cap ETF position peaked at $1K in Q2 2022.
141 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q3 2022.

Based on First Command Advisory Services's 13F filing for Q3 2022, filed 24 Oct 2022.